Mariner’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Mariner’s Portfolio AVSU Stock Details AVSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.85M	Sell	38,603 -7,856	-17%	-$608K	﹤0.01%	1331
2025 Q4	$3.54M	Sell	46,459 -51,005	-52%	-$3.82M	﹤0.01%	1183
2025 Q3	$7.17M	Sell	97,464 -2,520	-3%	-$179K	0.01%	764
2025 Q2	$6.86M	Sell	99,984 -2,417	-2%	-$154K	0.01%	744
2025 Q1	$6.39M	Buy	102,401 +7,996	+8%	+$529K	0.01%	723
2024 Q4	$6.24M	Buy	94,405 +45,455	+93%	+$3.04M	0.01%	716
2024 Q3	$3.2M	Buy	48,950 +941	+2%	+$59.2K	0.01%	961
2024 Q2	$2.96M	Sell	48,009 -4,197	-8%	-$253K	0.01%	923
2024 Q1	$3.21M	Buy	52,206 +2,812	+6%	+$164K	0.01%	895
2023 Q4	$2.78M	Buy	49,394 +9,424	+24%	+$487K	0.01%	914
2023 Q3	$1.98M	Buy	+39,970	New	+$2.07M	0.01%	980

Other funds holding AVSU

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trailhead Planners Edina, Minnesota $104M AUM

Mariner's AVSU Position: Q1 2026 in Review

Mariner reduced its Avantis Responsible US Equity ETF (AVSU) stake by 17% in Q1 2026, selling an estimated $608K and leaving 38,603 shares worth $2.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Mariner first reported a position in AVSU in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.17M in Q3 2025. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

Mariner held 38,603 shares of Avantis Responsible US Equity ETF worth $2.85M as of Q1 2026.
Mariner sold 7,856 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $608K.
Avantis Responsible US Equity ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1331 holding.
Mariner first reported a position in Avantis Responsible US Equity ETF in Q3 2023 and has held it in 11 quarters since.
Mariner's Avantis Responsible US Equity ETF position peaked at $7.17M in Q3 2025.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.